Showpad

DECEMBER 21, 2020

At the same time, those selling in the B2B environment had to conduct their pitch meetings with clients over video conference calls (along with the rest of their operations, in most cases). Hiring and onboarding have become just as virtualized as any other standard corporate process in this era of remote operations.

Sales 52

Sales Value Proposition Onboarding Remote Working 52

SmartKarrot

NOVEMBER 14, 2022

The decisions your business makes during the account onboarding process can be crucial for determining the future success of an account. Account onboarding can help your business address customer queries and concerns related to the value your products and services can provide them.

Onboarding 10

Onboarding Customer Success Stakeholders Decision-making 10

Showpad

APRIL 2, 2021

The assets available here range from educational videos about virtual selling to tips and tricks, support for digital onboarding, guidelines for hosting online events and more. Consider what changes need to be made to onboarding. Remote onboarding can present unique challenges for your company to address.

Remote Working 52

Remote Working Onboarding Sales Logistics 52

Arpedio

MARCH 6, 2024

It involves understanding the unique needs and objectives of each client, coordinating internal resources to meet those needs, and ensuring client satisfaction and loyalty over time. New Business Accounts: Acquiring new clients presents its own set of challenges, including competition, market saturation, and building brand credibility.

Account Management 52

Account Management Management Client Relationships Communication 52

MDI Training

FEBRUARY 9, 2021

Focus on “K D I” Use everything that also makes effective and efficient face-to-face meetings and focus on K D I! Ensure clarity on the following questions: What is the specific objective of the meeting? Is the meeting the most appropriate way to deal with the issue? What kind of meeting is it? (or

Leadership 52

Leadership Onboarding Digital Transformation Innovation 52

Hubspot Sales

JANUARY 13, 2021

Instituting a mentorship program in your company increases employee engagement, especially if implemented when the employee is first onboarding with your organization. Have a "kick-off" meeting. What day and time do you prefer to meet each week?". Make sure there is a specific topic for each meeting. 10 years?". "Do

Sales 105

Sales Leadership Meetings Organization 105

SBI

JANUARY 26, 2021

In addition, automated training paths enable easier tracking of speed of onboarding and automated content recommendations and recommended next actions improve both speed to productivity and buyer satisfaction. Companies that deploy these types of solutions to their sellers will be the best at facilitating prospects’ decision making. .

Government 47

Government Retail Facilitation Onboarding 47

SBI

APRIL 27, 2021

Your objective may be to onboard new salespeople quickly. Of course, it’s important that sellers have an easy way to prepare the perfect presentation. They may want to present videos, documents, slideshows, and web-pages. It’s where the rubber meets the road. Yes, getting leads to raise their hand is important.

Software 57

Software Software Prioritization Sales 57

SmartKarrot

OCTOBER 18, 2022

Lead pitches to cross-sell and upsell new channels and features that meet client needs to achieve client KPIs. Oversee client onboarding and implementation process including product, channel and partner activation, campaign launches and ad-hoc projects. Present and review quarterly / monthly meetings.

Customer Success 19

Customer Success Facilitation Client Onboarding Onboarding 19

Brooks Group

AUGUST 23, 2023

Michelle Richardson: It’s important to incorporate DISC in sales onboarding, training, and sales management training because of the power of self awareness. It can help them present information in a way that the customer is most receptive to receiving. If you’re presenting to a high I, include some testimonials.

Sales 52

Sales Sales Training Communication Sales Management 52

Showpad

APRIL 9, 2021

Showpad Content and Showpad Coach help facilitate remote training and frictionless access to digital assets for sellers. Facilitate access to content for new reps. At the end of several hours spent meeting with stakeholders from across the company, a new hire will be struggling to keep up with the deluge of information.

Facilitation 52

Facilitation Artificial Intelligence Digitalization Remote Working 52

PandaDoc

APRIL 24, 2023

Sales enablement techniques include using coaching, relevant content, training, and technology to help sales agents onboard, improve their sales skills, and sell more and faster. Slide decks: Presentations including information on market trends, industry challenges, and how your products solve customer pain points.

Sales 52

Sales e-Learning Onboarding Software 52

Mike Kunkle

FEBRUARY 5, 2023

Counterintuitively, we maintain the most control with buyer-centric sales methodology, authentic communication with skilled facilitation, co-creating agendas and shared expectations, striving for clarity and alignment at every interaction. But there are things sellers can do to steer the journey and influence the path and outcomes.

B2B 198

B2B Sales Decision-making Negotiation 198

SmartKarrot

OCTOBER 12, 2022

Ensure the team understands and presents the product roadmap to Clients, articulating how those investments translate to business value. Align both internal and external resources to ensure clients meet & exceed project expectations. Consult with clients on product features, functionality and onboarding best practices.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

Red Star Kim

APRIL 12, 2023

Just before Easter I spent a day facilitating the popular PM Forum training workshop “The Proactive M&BD Executive”. Are there any tips for how to deal with those kind of meetings / getting buy in from people more senior (whether fee earners or support staff)? 20% x3 25% x2 40% x4 50% 70% Where is most of your time spent?

Media 130

Media Marketing B2C Stakeholders 130

Hubspot Sales

APRIL 19, 2019

Here's an example of what this list might look like: I enjoy preparing and giving demos because I love the rush I get when I present and it clicks with the audience. I enjoy presenting in front of my team because I get to be the thought leader in the room and facilitate great discussions. What do I want to stop doing?

Innovation 86

Innovation Brainstorming Investors Software 86

Showpad

JANUARY 6, 2020

Let’s say you’re presented with an example of one Sales organization versus another. However, neither training nor coaching can offer sellers the kinds of assistance the methods are designed to provide if they aren’t organized in their presentation, or have subpar support from outdated software.

Sales 64

Sales Facilitation Software Software 64

Arpedio

MAY 23, 2023

The sales coach may provide training on various sales techniques, such as prospecting, lead generation, sales presentations, objection handling, closing, and relationship building. Sales coaching can be conducted through regular meetings, role-playing exercises, feedback sessions, and performance evaluations.

Sales 52

Sales Account Management Stakeholders CRM 52

SmartKarrot

AUGUST 27, 2021

Lead the global Customer Success teams and strategies, translating company vision and objectives into tactical plans to meet the goals. Expand Impact’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority.

Customer Success 19

Customer Success Facilitation Onboarding Client Relationships 19

AchieveIt

JULY 11, 2023

Stakeholders must understand the business and feel involved in the process so they know what they need to facilitate future change. Present the proposed changes to your stakeholders after researching their interests. Relevant: Evaluate why you want to meet this goal and how it applies to your company’s operations.

Management 40

Management Stakeholders Communication Organization 40

SmartKarrot

NOVEMBER 30, 2022

Establish and nurture relationships with key contacts in critical fleet accounts and coordinate the involvement of internal groups, including sales, marketing, and channel management, to address concerns and meet fleet expectations. Conduct check-in calls, meetings, and various touchpoints with partners. Apply here: [link].

Customer Success 19

Customer Success Onboarding Facilitation Account Planning 19

SmartKarrot

JANUARY 5, 2023

Answer questions and facilitate data requests, user feedback, and bug reports to the product team. Actively participate in meetings with multidisciplinary team leads and contribute unique perspectives and values. Contribute to the creation of standard presentations and training materials for both internal and external audiences.

Customer Success 19

Customer Success Onboarding Facilitation Innovation 19

Insightly

JUNE 20, 2023

CRM onboarding is the process of introducing new users to a CRM system. CRM onboarding is an essential part of the process of adopting a new CRM, and it plays an instrumental role in helping users get the most out of their new system. Understanding what is CRM onboarding is important for anyone adopting a new CRM system.

Onboarding 52

Onboarding CRM Software Software 52

SmartKarrot

OCTOBER 11, 2022

Present all findings and suggestions to the Portfolio Operating Partner prior to presenting to clients. Deploying the platform using a consultative approach that assists customers in meeting their strategic goals while simultaneously quickly achieving value.

Customer Success 19

Customer Success Stakeholders Leadership Facilitation 19

SmartKarrot

OCTOBER 13, 2022

Manage team of coordinators to ensure client reporting packages, meeting agendas/minutes, and issue log are handled timely and appropriately. Onboard the customers as efficiently and as quickly as possible, making sure they have everything they need to get their Speechmatics journey up and running.?

Customer Success 19

Customer Success Client Relationships Facilitation Account Strategy 19

SmartKarrot

AUGUST 23, 2021

Ensure a successful and robust onboarding experience for all new customers. Monitor customer account health, identify customers at risk of churn, and take proactive steps to address present/upcoming risks. To coordinate, and facilitate the implementation of the products and services. Execute consulting projects with customers.

Customer Success 19

Customer Success Facilitation Stakeholders Onboarding 19

PandaDoc

OCTOBER 13, 2022

Among the main differentiators between the plans is how many operations can be automated, which email marketing features are present, and how many open deals you can work with in parallel. And as the needs of your growing team increase, you can likewise level up with the appropriate pricing plan to meet that demand.

CRM 52

CRM Small Business Onboarding Value Proposition 52

SBI

MARCH 1, 2021

Many are in complex industries like manufacturing, machinery, chemicals, and healthcare where reps are accustomed to in-person meetings where they can engage in the dialog necessary for effective consultative selling. Remote world or not, any live customer meeting is critically important. That has all been upended now.

Manufacturing 37

Manufacturing Decision-making Meetings Digitalization 37

SmartKarrot

MARCH 2, 2023

Develop, manage, and actively participate in meeting/exceeding SLAs and KPIs in support of business goals by designing and overseeing effective operational systems and processes. Organize the processes for presenting business expansion plans to client executives. Find prospects for growth or expansion.

Customer Success 15

Customer Success Finance Negotiation Facilitation 15

SmartKarrot

JANUARY 27, 2022

Role: Head of Customer Success Location: San Francisco, CA, US Organization: Fathom As a Head of Customer Success, you will manage and monitor the client-side of the implementation process, delivering best-in-class client service and meeting every milestone. Identify opportunities for account growth within your managed accounts.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

OCTOBER 23, 2020

Apply here: [link] Role: Customer Success Director Location: London, England Metropolitan Area, UK Organization: Thunes As a Customer Success Director, you will set the overall strategic plan and framework for the onboarding of customers, streamlining the process to drive customer onboarding outcomes.

Customer Success 10

Customer Success Onboarding Finance Facilitation 10

SmartKarrot

FEBRUARY 17, 2021

Hire and onboard new team members who will quickly become strong individual contributors. Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. Present at regular customer business review meetings to articulate value and return on investment (ROI).

Customer Success 10

Customer Success Value Proposition Stakeholders Onboarding 10

OnStrategyHQ

FEBRUARY 16, 2024

What are the top needs we meet for our customers? If any of your current goals meet the criteria above, it can be vetted as an AI opportunity. HR Processes: AI can automate various HR tasks such as resume screening, scheduling interviews, employee onboarding, and streamlining the hiring process. How do we create value?

Artificial Intelligence 52

Artificial Intelligence Government Value Proposition Co-Creation 52

SmartKarrot

JUNE 29, 2021

As part of the DocMatter leadership team, you will present department metrics and outputs to executive leadership and during company-wide meetings. Facilitate a quarterly Executive Business Review to review goals, progress and opportunities. Facilitate customer complaints resolution though to positive win/win outcomes.

Customer Success 10

Customer Success Facilitation Account Management Leadership 10

SmartKarrot

MAY 3, 2021

Appreciate how far the field has come–from delivering onboarding and adoption outputs to achieving major corporate and customer outcomes like customer ROI and retention. How does the CS function help us meet corporate objectives? How can we best facilitate this? Sample SotC presentation deck 4.

Customer Success 19

Customer Success Leadership Finance Facilitation 19

SmartKarrot

JULY 20, 2020

Develop plans for future growth, including leveraging solid domain and product knowledge to facilitate interest in Arctic Wolf expansion. You will work with customers to deliver an exceptional onboarding experience, realize the full value of HeadSpin and ensure that they achieve success in their business goals. Apply here: [link].

Customer Success 10

Customer Success Onboarding Facilitation Customer Experience 10

SmartKarrot

MAY 13, 2021

Facilitate coordination across departments to create the best LeagueApps solutions to drive growth for these customers. Meet or exceed targets consistently, while prioritizing and delivering outstanding customer experience to PubMatic’s customers. Lead and scale a team of high-performing Customer Success Managers.

Customer Success 10

Customer Success Facilitation Stakeholders Prioritization 10